In today’s briefing:
- China Healthcare Weekly (Sep.28) – Trump’s Pharma Tariff, Companies Increase Their Holdings, Duality
China Healthcare Weekly (Sep.28) – Trump’s Pharma Tariff, Companies Increase Their Holdings, Duality
- Trump said he will place import taxes on 100% of pharmaceutical drugs, which will begin on Oct.1. Below, we shared our views on this new policy.
- Some companies continue to repurchase/increase their holdings despite the industry’s significant rise this year, indicating that major shareholders truly have confidence in the outlook. We specifically listed these companies.
- The fluctuations in Duality’s stock price are obviously driven by capital after being included in HK Stock Connect. we suggest that investors pay attention to risks as Duality faces correction.
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